Current Positions Previous Positions Education Current ...€¦ · Christian E. Weller McCormack...

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Christian E. Weller

McCormack Bldg. 03-420 Center for American Progress

University of Massachusetts Boston 1333 H Street NW, 10th Floor

100 Morrissey Boulevard Washington DC 20005

Boston, MA 02125 Cell: (202) 460-5821

E-mail: [email protected] E-mail: [email protected]

Current Positions

Professor, Department of Public Policy and Public Affairs, University

of Massachusetts Boston, Boston, MA since 2012

Senior Fellow, Center for American Progress, Washington, D.C. since 2007

Previous Positions

Associate Professor, Dept. of Public Policy and Public Affairs, University

of Massachusetts Boston 2007 – 2012

Senior Economist, Center for American Progress, Washington, D.C. 2003 – 2007

Economist, Economic Policy Institute, Washington, D.C. 1999 – 2003

Fellow, Center for European Integration Studies, University of Bonn, Bonn, Germany 1998 – 1999

Research Fellow, AFL-CIO, Washington, D.C. 1997 – 1998

Education

Ph.D. Economics, University of Massachusetts, Amherst, Feb. 1998

Intermediate Exam (B.A.), Economics, University of Konstanz, Germany July 1991

Current Areas of Research and Teaching Interests

Economic policy

Retirement income security

Wealth inequality

Public finance

Other Activities

Member, executive board, Eastern Economic Association since March 2012

Member, Academic Advisory Board, National Institute on Retirement Security since July 2013

Institute Fellow, Gerontology Institute, University of Massachusetts Boston since Mar. 2008

Research Associate, Political Economy Research Institute, Univ. of Mass. since Sept. 2006

Research Associate, Economic Policy Institute since Dec. 2003

Member, advisory board, Journal of Retirement since July 2013

Member, editorial board, Research on Aging since January 2013

Member, editorial board, Journal of Economic Issues since January 2012

Member, editorial board, Journal of Aging and Social Policy since Sept. 2007

Co-editor-in-chief, Labor and Employment Relations Association Jan. 2010-June 2013

Member, executive board, Labor and Employment Relations Association (LERA) 2008-2011

mailto:[email protected]

mailto:[email protected]

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Refereed Journal Publications

Aging with Risk: Has Financial Risk Exposure Grown Faster for Older Households than Younger Ones

Since the 1990s?, (with S. Bernardo), forthcoming in Journal of Aging and Social Policy

Boon or Bane: 401(k) Loans and Employee Contributions, (with J. Wenger), Research on Aging, Vol. 36,

No. 5: 527-556 (July 2014), first published online October 17, 2013. DOI: 10.1177/0164027513507001

Could Different Retirement Benefits Result in More Effective Teachers?, Eastern Economic Journal

advance online publication; DOI:10.1057/eej.2012.21 (January 2013).

Easy Money or Hard Times? Health and 401(k) Loans, (with J. Wenger) Contemporary Economic Policy,

Vol. 30, No.1: 29-42 (January 2012). DOI: 10.1111/j.1465-7287.2011.00251.x

Estimating the Effect of the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 on the

Bankruptcy Rate, (with B. Morzuch and A. Logan), American Bankruptcy Law Journal Vol. 84, No.3:

327-360 (Fall 2010) (peer reviewed).

Can Labor Rights Play a Role in Reducing the U.S. Trade Deficit?, Cambridge Journal of Economics,

Vol. 35, No. 1: 39-51 (Winter 2011). First published online May 26, 2010 DOI:10.1093/cje/beq011

Progressive Tax Policy and Economic Stability, (with M. Rao), Journal of Economic Issues, Vol. 44. No.

3: 629-659 (September 2010). DOI: 10.2753/JEI0021-3624440304

Did Retirees Save Enough to Compensate for the Increase in Individual Risk Exposure?, Journal of Aging

and Social Policy, Vol. 22, No.2: 152-171 (April-June 2010)

Have Differences in Credit Access Diminished in an Era of Financial Market Deregulation?, Review of

Social Economy, Vol. 68, No.1: 1-34 (Winter 2010). DOI: 10.1080/00346760902908690

Prudent Investors: The Asset Allocation of Public Pension Plans, (with J. Wenger), Journal of Pension

Economics and Finance, Vol. 8, No.4: 501-525 (October, 2009).

DOI:http://dx.doi.org/10.1017/S147474720800396X

What Happens to Defined Contribution Accounts When Labor Markets and Financial Markets Move

Together? (with J. Wenger), Journal of Aging and Social Policy Vol. 21, No. 2: 256-276 (Spring 2009) DOI: 10.1080/08959420902733298

Credit Access, the Costs of Credit and Credit Market Discrimination, Review of Black Political Economy,

Vol. 36, No.1: 7-28 (March 2009). DOI 10.1007/s12114-009-9034-6

From Boom to Bust: Did the Financial Fragility of Homeowners Increase in an Era of Greater Financial

Deregulation? (with K. Sabatini), Journal of Economic Issues, Vol. 42, No. 3: 607-632 (September 2008).

Rising Inequality, Consumer Credit, and Household Economic Distress in the U.S., (with H. Boushey),

Review of Political Economy, Vol. 20, No. 1: 1-22 (Winter 2008) DOI:10.1080/09538250701661764

The Presence of Multinational Banks and the Supply and Quality of Credit in Emerging Economies,

International Review of Applied Economics, Vol. 21, No. 2: 273-292 (Spring 2007)

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DOI:10.1080/02692170701189177

PURE: A Proposal for More Retirement Income Security, Journal of Aging and Social Policy, Vol. 19,

No.1: 21-38 (Winter 2007).

The Recent Stock Market Fluctuations and Retirement Income Adequacy, Eastern Economic Journal Vol.

32, No.1: 67-81 (Winter 2006)

A Prescription for More Retirement Income Security: Retiree Health Insurance Coverage in an Era of

Declining Access to Employer Sponsored Insurance, (with E. Gould and J. Wenger), Journal of Aging and

Social Policy Vol. 18, No.2: 11-30 (Fall 2006).

The “Job-Loss” Recovery: Not New, Just Worse, (with J. Bivens), Journal of Economic Issues Vol. 40,

No. 3: 603-628 (September 2006).

Social Security Privatization and Market Risk, Review of Policy Research Vol. 23, No. 2: 531-547,

(March 2006).

The Renter Squeeze: Minority and Low Income Renters Feel Pressures from Housing Boom and Weak

Labor Market (with N. Loewentheil), Review of Policy Research Vol. 22, No. 6: 755-770 (November

2005).

Biting the Hand that Fed It: Did the Stock Market Boom of the Late 1990s Impede Investment in

Manufacturing?, (with B. Helppie) Journal of Economics and Finance Vol. 29, No. 3:359-381 (Fall 2005) DOI 10.1007/BF02761580

Smoothing the Waves of Pension Funding: Could Changes in Funding Rules Help Avoid Cyclical Under-

funding?, (with D. Baker), Journal of Policy Reform, Vol. 8, No.2: 131-151 (Summer 2005) DOI:10.1080/13841280500086339

The Future of Public Pensions in the OECD, Cambridge Journal of Economics, Vol. 28, No. 4:489-504

(July 2004). DOI: 10.1093/cje/beh022

The Long and the Short of It: Global Liberalization, Poverty and Inequality, (with A. Hersh) Journal of

Post-Keynesian Economics, Vol. 26, No. 3:471-504 (Spring 2004).

Political Freedom, External Liberalization and Financial Stability, (with L. Singleton), International

Review of Applied Economics, Vol. 18, No. 1: 43-62 (January 2004).

DOI:10.1080/0269217032000148636

Policy on the Margin: Evaluating the Impact of Margin Debt Requirements on Stock Valuations, Journal

of Economics and Finance, Vol. 26, No. 1: 1-15 (Spring 2002) DOI 10.1007/BF02744448

What Drives the Fed to Act?, Journal of Post Keynesian Economics, Vol. 24, No. 3: 391-416 (Spring

2002)

Multinational Bank Credit in Less Industrialized Economies (with M. Scher), Journal of International

Business Studies, Vol. 32, No. 4: 1-19 (Fourth Quarter 2001).

DOI:http://dx.doi.org/10.1057/palgrave.jibs.8490999

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Financial Crises After Financial Liberalization: Exceptional Circumstances or Structural Weakness?,

Journal of Development Studies Vol. 38, No. 1: 98-127 (October 2001). DOI:10.1080/00220380412331322201 Reprinted in H.P. Gray and J.R. Dilyard, Eds., 2005, Globalization

and Economic and Financial Instability, Northampton, MA: Elgar: 274-303.

The Finance-Investment Link in a Transition Economy: Evidence for Poland from Panel Data,

Comparative Economic Studies, Vol. 18, No. 1: 31-52 (Spring 2001).

Why Are Eastern Europe’s Banks Not Failing When Everybody Else’s Are?, (with B. Morzuch),

Economics of Transition, Vol. 8, No. 3: 639-663 (Fall 2000) DOI: 10.1111/1468-0351.00059

Financial Liberalization, Multinational Banks and Credit Supply: The Case of Poland, International

Review of Applied Economics, Vol. 14, No. 2:193-211 (Spring 2000) DOI: 10.1080/02692170050024741

Risky Business: Evaluating Market Risk of Equity Investment Proposals to Reform Social Security, Journal

of Policy Analysis and Management, Vol. 19, No.2: 263-273 (Spring 2000) DOI: 10.1002/(SICI)1520-

6688(200021)19:2<263::AID-PAM5>3.0.CO;2-H

Book Reviews

Book Review of Financial Instability and Economic Security after the Great Recession, by Charles J.

Whalen, ed., Northampton, MA: Edward Elgar, Perspectives on Work, Vol. 16, No.1-2 (2012)

Book Review of State and Local Government Retirement Plans in the United States, by Robert Clark, Lee

Craig, and John Sabelhaus, Northampton, MA: Edward Elgar, Journal of Aging and Social Policy Vol. 24,

No. 3: 345-347 (Fall 2012)

Book Review of Inheritance in Contemporary America: The Social Dimensions of Giving Across

Generations, by Jacqueline Angel (Baltimore, MD: Johns Hopkins University Press), Journal of Aging and

Social Policy, Vol.20, No.4:511-514 (Fall 2008).

Book Review of The World is Flat, by Thomas Friedman (Farrar, Strauss and Giroux, New York, NY),

Journal of Socio-Economics, Vol. 37, No.2: 887-889 (April 2007).

Book Review of Three Billion New Capitalists, by Clyde Prestowitz, (Basic Books, New York, NY),

Journal of Socio-Economics, Vol. 37, No.1:450-452 (February 2007).

Book Review of The Global Class War, by Jeff Faux, (Wiley, Hoboken NJ), Challenge Vol. 49, No. 2: 63-

67 (April-May 2006).

Book Review of Globalization, Growth, and Poverty: Building an Inclusive World Economy, by Paul

Collier and David Dollar (Oxford University Press, New York and London), Eastern Economic Journal,

Vol. 31, No.1: 153-155 (Winter 2005).

Book Review of The Political Economy of Work in the 21st Century: Implications for an Aging American

Workforce, by Martin Sicker, 2002 (Quorum Books, Greenwood Publishing), Industrial and Labor

Relations Review, Vol. 57, No.1: 144-145 (October 2003).

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Book Review of Open Doors: Foreign Participation in Financial Systems in Developing Countries, by

Robert Litan, Paul Masson and Michael Pomerleano, eds. (Washington, D.C.: Brookings Institution Press),

Journal of Comparative Economics, Vol. 55, No. 2: 372-74 (June 2003).

Book Review of Contests for Corporate Control, by Mary O’Sullivan (New York, NY: Oxford University

Press, 2000), Industrial and Labor Relations Review, Vol. 55, No.2: 349-350 (January 2002).

Book Review of Global Money, Capital Restructuring, and the Changing Patterns of Labor, by Riccardo

Bellofiore, ed, (Northampton MA: Edward Elgar, 1999), Journal of Comparative Economics Vol. 29, No.

198-200 (2001).

Books, Edited Volume and Book-Length Reports

Inefficient Incentives, Inadequate Savings: How Ill-Designed Savings Policies Have Left America’s

Middle Class Economically Vulnerable. Under contract, New York, NY: Palgrave MacMillan (2015).

Author.

Financial market developments and labor relations. Labor and Employment Relations Association

Research Volume 2015. (Editor). Under contract. Ithaca, NY: Cornell University Press (2015). Editor.

Retirement Security in the Great Recession, (Editor), book reprint of special issue of Journal of Aging and

Social Policy, Abindgon, UK: Taylor and Francis (2010).

Employee Pensions: Policies, Problems and Possibilities, LERA Research Volume 2007, co-editor with T.

Ghilarducci, Ithaca, NY: ILR Press, Cornell University Press.

Retirement Income: The Crucial Role of Social Security, (with E. Wolff) EPI Report, Washington, D.C.:

Economic Policy Institute (2005).

Health Insurance Coverage in Retirement: The Erosion of Retiree Income Security, (with J. Wenger and

E. Gould), CAP/EPI Report, Washington, D.C.: Center for American Progress and Economic Policy

Institute. (2004)

Chapters in Edited Volumes

Income Diversification as Insurance in an Increasingly Risky World: Identifying Policy Goals, (with J.

Wenger) forthcoming in Christian Weller, ed. Financial market developments and labor relations. Labor

and Employment Relations Association Research Volume 2015. Ithaca, NY: Cornell University Press.

Identifying financial sector trends and trouble spots: The Federal Reserve’s Flow of Funds and the

insights gleaned from their data, (with S. Bernardo). In Stephen Payson, ed., Public Economics: The

Government’s Role in American Economics, Galeto, CA: ABC-CLIO (2014)

Sustainable growth, corporate governance, and fiduciary duties. In J. Hawley, A. Hoepner, K. Johnson, J.

Sandberg, and E. Waitzer, eds., Handbook of Institutional Investment and Fiduciary Duty, Cambridge,

UK: Cambridge University Press. (2014)

Jobs, income, and assets: Economic security for all, (with J. Ajinkya and S. Treuhaft), in V. Cardenas and

S. Treuhaft, eds. All-in Nation: An America that Works for All, Washington, DC: Center for American

Progress and Oakland, CA: PolicyLink (2013)

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Housing and foreclosures, (with R. Drew), in Gerald Epstein and Martin Wolfson, eds., The Oxford

Handbook of the Political Economy of Financial Crises, Oxford, UK: Oxford University Press (2012).

The fiscal crisis, public pensions, and implications for labor and employment relations, (with I. Boivie), in

Daniel Mitchell, ed., Impact of the Great Recession on Public Sector Employment, Labor and Employment

Relations Research Volume 2011, Ithaca, NY: Cornell University Press (2011)

The employer case for defined benefit pensions, (with B. Almeida), in N. Rhee, ed., Meeting California’s

retirement security challenge, Berkeley, CA: Center for Labor Research and Education, University of

California (2011).

Public policy options to build wealth for America’s middle class, (with A. Helburn), in Jacob Hacker and

Ann O’Leary, eds., Shared Responsibility, Shared Risk, New York, NY: Oxford University Press (2011).

Introduction, in C. Weller, ed. Retirement Security in the Great Recession, book reprint of special issue of

Journal of Aging and Social Policy, forthcoming, Abindgon, UK: Taylor and Francis (2010).

President Bush’s Legacy on Social Security, (with A. Logan), in Grossman, M. and Matthews E., eds., The

Legacy of George W. Bush, Newcastle upon Tyne, UK: Cambridge Scholars Press (2009).

On Shaky Ground: The US Mortgage Boom and Its Economic Consequences, (with K. Sabatini) in E.

Hein, P. Spahn, T. Niechoj, and A. Truger, eds., Finance Led Capitalism?, Marburg, Germany: Metropolis

Verlag: 355-386. (2008)

The Interaction between Health, Health Insurance and Retirement, (with J. Wenger), in T. Ghilarducci

and J. Turner, eds., Work Options for Older Americans, Notre Dame, IN: University of Notre Dame Press:

267-303. (2008)

Introduction, (with T. Ghilarducci) in T. Ghilarducci and C. Weller, Employee Pensions: Policies,

Problems and Possibilities, LERA Research Volume 2007, Ithaca, NY: ILR Press, Cornell University

Press: 1-8. (2007)

Policy Implications, (with T. Ghilarducci) in T. Ghilarducci and C. Weller, Employee Pensions: Policies,

Problems and Possibilities, LERA Research Volume 2007, Ithaca, NY: ILR Press, Cornell University

Press.: 215-232. (2007)

Financial Liberalization in Eastern Europe: Fortunate Fetters of Financial Underdevelopment?, (with A.

Hersh), forthcoming in A. Bagchi and G. A. Dymski, eds., Developing Nations in Global Finance:

Integration, Exclusion, and Speed-Breakers, Delhi, India: Tulika Books. (2007)

Portfolio Flows, Macro Policy, and Global Poverty, (with R. Chaurushiya) in A. Cornia, ed., Pro-Poor

Macro Policies: Potential and Limitations, New York, NY: Palgrave: 97-118. (2006)

Unequal Fortunes, Unstable Households: Has Rising Inequality Contributed to Economic Troubles for

Households?, (with H. Boushey), in E. Hein, ed., Wages, Employment, and Distribution – International

Perspectives, New York, NY: Palgrave/MacMillan:117-151. (2006)

Peddling Reform: The Role of Think Tanks in Shaping the Neoliberal Policy Agenda for the World Bank

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and International Monetary Fund, (with L. Singleton) in D. Plehwe, B. Walpen, and G. Neunhoeffer, eds.,

Neoliberal Hegemony: A Global Critique, New York, NY: Routledge: 70-87. (2005)

The Social Security Debate: Lessons Learned, in IFEBP, ed., Employee Benefit Issues 2005: The

Multiemployer Perspective, Vol. 47, Brookfield, WI: International Foundation of Employee Benefit Plans

(IFEBP): 210-217. (2005). Reprinted in Benefits and Compensation Digest – Web Exclusives, March

2006:1-6.

What the Numbers Tell Us, (with H. Boushey) in J. Lardner and D. Smith, eds., Inequality Matters, New

York, NY: The New Press: 27-40. (2005)

Social Security and Medicare Finances, (with T. Shaw), in IFEBP, ed., Employee Benefit Issues: The


(IFEBP):195-201. (2003). Reprinted in Employee Benefits Journal, Vol. 29, No. 2: 16-23 (June 2004).

Retirement Benefits: The Increasingly Diverse Labor Force, in IFEBP, ed., Employee Benefit Issues: The


(IFEBP):180-188. (2003). Reprinted in Employee Benefits Journal, Vol. 29, No. 2: 16-23 (June 2004).

Programs without Alternative: Public Pensions in the OECD, in Friedman, S. and Jacobs, D., eds., The

Future of the Safety Net: Social Insurance and Employee Benefits in the 21st Century, IRRA Research

Volume 2001, Ithaca NY, ILR Press at Cornell University Press. (2001)

Structural Change, Employment, and Inequality: Impacts on Productivity Growth, (with E. Appelbaum),

in A. Heise, ed., USA – Modellfall der New Economy? (USA – the Model Case of the New Economy?),

Marburg, Germany: Metropolis Verlag:169-198. (2001)

International Financial Stability, The International Encyclopedia of Business and Management,

International Thomson Business Press, Hampshire, England.452-459 (2001)

Financial Fragility or What Went Right and What Could Go Wrong in Central European Banking?, (with

J. v. Hagen), in R. MacDonald and R. Cross, eds., Central Europe Towards Monetary Union:

Macroeconomic Underpinnings and Financial Reputation, New York, NY: Kluwer Academic Publishers.

(2000)

International, in the Economics section of the United States of America chapter, Collier's Encyclopedia,

New York, NY: P. F. Collier. (1997)

Financial Institutions, in the Economics section of the United States of America chapter, Collier's

Encyclopedia, New York, NY: P. F. Collier. (1997)

Conference Proceedings

On Uneven Ground: Corporate Governance and Corporate Investments, (with L. Reidenbach), in

Proceedings of the 63rd Annual Meeting of the LERA/IRRA, Denver, CO, January 6-8, 2011, Champaign-

Urbana, IL: IRRA (2011). Available at

http://www.press.uillinois.edu/journals/lera/proceedings2011/weller.html.

http://www.press.uillinois.edu/journals/lera/proceedings2011/weller.html

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Measuring Middle Class Economic Security, (with A. Logan), Journal of Economic Issues, Vol. 43, No. 2:

327-336 (June 2009).

Need or Want: What Explains the Run-Up in Consumer Debt, Journal of Economic Issues, Vol. 41, No.2:

583-592 (June 2007).

The Labor Market Risks of Individual Accounts for Retirement, (with J. Wenger), selected as part of

LERA’s refereed paper competition, Proceedings of the 58th Annual Meeting of the LERA/IRRA, Boston,

MA January 6-8, 2006, Champaign-Urbana, IL: IRRA (2006).

Managing Portfolio Flows, (with R. Chaurushiya), Journal of Economic Issues Vol. 40, No.2: 377-387

(June 2006).

Declining Access to Retiree Health Insurance Keeps Older Workers in the Labor Force, (with J. Wenger),

selected as part of LERA’s refereed paper competition, Proceedings of the 57nd

Annual Meeting of the

IRRA, Philadelphia, PA, January 7-9, 2005, Champaign-Urbana, IL: IRRA, 2005.

Smoothing the Waves of the Perfect Storm: Changes in Pension Funding Rules Could Reduce Cyclical

Underfunding. (with D. Baker), Proceedings of the 57nd

Annual Meeting of the IRRA, Philadelphia, PA,

January 7-9, 2005, Champaign-Urbana, IL: IRRA (2005)

The Link Between the Stock Market and Retirement Income, selected as part of IRRA’s refereed paper

competition, Proceedings of the 55nd

Annual Meeting of the IRRA, Washington, D.C., January 3-5, 2003,

pp. 95-104. Champaign-Urbana, IL: IRRA (2003).

The Stock Market Boom and Manufacturing Finance, Proceedings of the 55nd

Annual Meeting of the

IRRA, Washington, D.C., January 3-5, 2003, pp. 148-164. Champaign-Urbana, IL: IRRA (2003).

Understanding the Challenges and Opportunities of Increased Shareholder Activism for Workers,

Proceedings of the 52nd

Annual Meeting of the IRRA, Boston, MA, January 7-9, Champaign-Urbana, IL:

IRRA (2000).

Other Publications

Increasing Entrepreneurship among Older Americans: Policy Lessons and Recommendations, (with J.

Wenger, B. Lichtenstein and C. Arcand), forthcoming in Public Policy and Aging Report, December 2014.

Overhauling Federal Savings Incentives (with S. Ungar). Tax Notes Special Report. Tax Notes, March 3,

2014: 1-9.

Protecting Retirement Wealth: Better Risk Management of Household Assets Must Become an Integral

Part of U.S. Savings Policies, Challenge Vol. 56, No.4: 51-88 (July/August 2013)

Unburdening America’s middle class: Shrinking families’ debt burden faster is imperative for strong,

sustained economic growth, Challenge, Vol. 55, No. 1: 23-52 (January/February 2012)

Fun with numbers: Disclosing risk to individual investors, Journal of Pension Benefit (Spring 2011)

Roller coaster economics: Why energy price volatility hurts families, businesses, and the economy, (with J.

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Fields), Challenge Vol. 54, No.5: 99-117 (September/October 2011).

Fixing teacher pensions: Is it enough to adjust existing plans, (debate with R. Costrell and M. Podgursky),

Education Next, Fall 2011: 60-69. Available at http://educationnext.org/files/ednext_20114_forum.pdf

On uneven ground: How corporate governance prioritizes short-term speculative investments, impedes

productive investments, and jeopardizes productivity growth, (with L. Reidenbach), Challenge Vol. 54,

No. 3: 5-37 (May/June 2011)

Economic Downturns and Families, (with C. Arcand), in Martha Craft Rosenberg, ed., Encyclopedia of

Family Health, Thousand Oaks, CA: Sage Publications (2011).

Social Security, in Martha Craft Rosenberg, ed., Encyclopedia of Family Health, Thousand Oaks, CA:

Sage Publications (2011).

States to the Rescue: Policy Options for State Government to Promote Private Sector Retirement Savings,

(with A. Helburn), Journal of Pension Benefits Vol. 18, No. 1: 37-47 (Autumn 2010).

Pension Design in the Crisis, Public Policy and Aging Report, Vol. 19, No.3: Washington, DC: National

Academy on an Aging Society (Winter 2010).

Finance without Financiers, (with G. Epstein, D. Plihon, and A. Giannola) Papeles de Europa (European

Papers) Vol. 19:140-178 (September 2009), Madrid, Spain: Complutense University of Madrid.

What Now? Retirement Security amid Economic Turmoil and Political Change, Benefits and

Compensation Digest, (April 2009)

Financial Crises and Worker Rights, (with A. Logan), International Union Rights, Vol. 16, No.1:3-4

(Winter 2009).

You Can Eat Your Cake and Have It, Too: Good Worker Rights Abroad Go Hand in Hand with More

Balanced U.S. Trade, Challenge, Vol. 52, No.1: 67-86 (January/February 2009)

The Erosion of Middle Class Economic Security after 2001, Challenge, Vol. 51, No. 1: 45-68

(January/February 2008).

Economic and Financial Crises, in Phil O’Hara, International Encyclopedia of Public Policy, Vol. 2:

Economic Policy, GPERU: Perth, http://pohara.homestead.com/Encyclopedia/Volume-2.pdf, pp. 151-161.

The Financial Vulnerability of Families, (with K. Sabatini), Challenge, Vol. 50, No. 3: 72-98 (May/June

2007)

One Nation under Debt, (with D. Douglas), Challenge, Vol. 50, No.1: 54-75 (January/February 2007)

The U.S. Economy in the Balance: Economic Policy Can Decide if Stronger and Healthier Growth Will

Become More Likely in the Future (in German), Laenderanalyse (country analysis), Bonn, Germany:

Friedrich-Ebert-Stiftung (October 2006).

America Needs a Balanced Economic Diet, Perspectives on Work, Vo. 10, No. 1:14-16. (Summer 2006).

http://pohara.homestead.com/Encyclopedia/Volume-2.pdf

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The Middle Class Falls Back, Challenge, Vol. 49, No.1:16-43 (January/February 2006).

The Retiree Health Insurance Crisis Leaves Workers between a Rock and a Hard Place, (with J. Wenger),

Perspectives on Work, Vol. 9, No.2:20-22 (Winter 2006).

Ruining Retirement: How the Union Benefit Crisis is Shifting Risks onto Workers, (with J. Wenger), New

Labor Forum, Vol. 14, No. 3:81-88 (Fall 2005).

The Causes of the “Job Loss” Recovery, (with J. Bivens), Challenge, Vol. 48, No.2: 23-48 (March/April

2005)

The U.S. Current Account Deficit on an Unsustainable Path, New Economy, Vo.11, No.4:243-48

(December 2004).

Missed Opportunities and Rising Instabilities: Macro Policy Lessons from the Recession and the Job Loss

Recovery, (with J. Bivens and M. Sawicky), Challenge, Vol. 47, No. 3:42-72 (May/June 2004).

Between a Rock and a Hard Place: How the Loss of Health-Care Coverage Puts Older Workers in a Bind,

(with L. Singleton), Indicators, Vol. 2, No.4: 79-96 (Fall 2003).

Does Manufacturing Matter, (with A. Hersh), Challenge, Vol. 46, No.2:59-79 (March-April 2003).

Securing Retirement Income Security, Indicators, Vol. 2, No.1:39-49 (Winter 2002/2003).

Fundamental Weaknesses of the U.S. Economy and Possible Policy Responses (in German), WSI

Mitteilungen Vol. 55, No.12:714-721 (December 2002).

Restructuring Central Banks as a Foundation for Strong, Stable and Sustainable Growth, New Economy,

Vol.9, No.3:166-170 (September 2002).

Austerity or Bust? Argentina’s Options for Economic Revival, Challenge, Vol. 45, No. 3:44-57 (May-June

2002).

Macro Economic Lessons from the 1990s for Stable and Sustainable Growth, New Economy, Vol. 9, No.

1: 57-61 (March 2002).

T.I.N.A.: There is No Alternative to Social Security (with M. Bragg), Social Policy, Vol. 32, No. 2: 61-66

(Winter 2001/2002).

SCORE: A Proposal to Revive Public Investment – How to Pay for Improved Infrastructure (with J.

Wenger), Indicators, Vol. 1, No. 1: 37-50 (Winter 2001/2002).

Don’t Raise the Retirement Age: The Wrong Way for Social Security, Challenge, Vol. 45, No. 1: 75-87,

(January-February 2002).

Productivity Growth and Social Security, Controller’s Quarterly, Sacramento, CA: Office of the Controller

(Fall 2001).

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The New Kid on the Block: Unions are Playing their Institutional Investor Card, (with D. White), Social

Policy, Vol. 31, No.3: 46-52 (Spring 2001), reprinted as U.S. Unions as Institutional Investors (in

German), in Die Mitbestimmung, Magazin der Hans Boeckler Stiftung, August 8/2001: 46:49.

The Year in Preview (comment on the IMF’s 1999 World Economic Outlook), FOMC Alert, Vol. 3, No.7-

8, Philomont, VA: Financial Markets Center (December 1999)

Wall Street’s Fondest Dream: The Insanity of Privatizing Social Security, Dollars&Sense, No. 220,

(November – December 1998); reprinted in Dollars&Sense, Real World Macro, 16th Edition, 1999.

Global Banking, In Focus Policy Brief 3, No. 9, Washington D.C.: Institute for Policy

Studies/Interhemispheric Resource Council, (May 1998).

Currency Speculation: How Great a Danger, Dollars&Sense, No. 217 (May-June 1998); reprinted in

Dollars&Sense, Real World International, 5th Edition, 1999.

One More Time: Labor Market Flexibility, Aggregate Demand and Comparative Employment Growth in

the U.S. and Europe (with S. Friedman), Comparative Labor Law and Policy Journal, Vol. 19, No. 2: 307-

320 (Winter1998).

Newspaper and News Magazine Articles

Rising Inequality and Increasing Retirement Insecurity, (with J. Halpin) forthcoming in Washington

Monthly, November/December 2014

Yes, there is a retirement crisis, The Hill. July 26, 2014

One size does not fit all: data and everyday racial labels mask the struggles of many Asian-American and

Pacific Islanders (with F. Ahmad), NationalJournal, May 8, 2014.

Conservative games in Washington played at the expense of the vulnerable, (with F. Ahmad),

theGrio.com, November 3, 2013

Retirement: California bill would put it back in reach for middle class, San Jose Mercury News, April 23,

2013

Obama’s economy is driving well, considering the hand brake is on, Christian Science Monitor,

November 5, 2012

Economic Gap Widens for Blacks, (with J. Ajinkya) The Root, April 22, 2012

No, Payroll Tax Cuts Won’t Create Immediate Stimulus. That’s Exactly Why We Need It, The New

Republic (online), September 12, 2011. Available at http://www.tnr.com/article/economy/94761/obama-

debt-jobs-plan

Obama’s Call to Strengthen Social Security is Key for Ethnic Elders, www.newamericamedia.org (ethnic

news service), January 27, 2011.

http://www.tnr.com/article/economy/94761/obama-debt-jobs-plan

http://www.tnr.com/article/economy/94761/obama-debt-jobs-plan

http://www.newamericamedia.org/

12

The Day After Congressional Elections: Time to Make Hard Choices on Globalization, CNBC.com,

September 28, 2010

Reaching 65, online debate, Economist.com, June 16-26, 2009

The Mirage of Hispanic Job Growth, (with A. Logan) Poder 360, March 2009.

How to Deal With Failing Financial Institutions, Washington Times, September 21, 2008

Mortgage Market Troubles May Be Knocking on Your Door, Too, San Francisco Chronicle, May 25,

2007.

The 401(k) Fee Effect: The Costs of 401(k) Accounts are Eating into Americans' Retirement Returns, (with

S. Jenkins), Financial Planning, May 01, 2007.

Pension Security in New Jersey, New York Times, April 02, 2006

Sobering Economics, Foreign Policy, January/February 2005: 89-90 (translated into Spanish and Arabic).

Time for Common Sense, not Ideology, The Record (Bergen, NJ), December 12, 2004, P.O05, also Free

Lance-Star, Fredericksburg, VA, and Oil City Derrick, Oil City, PA.

Beware Allowing Employers to Reduce Benefits and Break Promises About Future Payments, Detroit

News, August 17, 2003.

Retirement: The Scandal Beyond Enron, (with L. Singleton), The American Prospect, September 23,

2002:34-36.

Safeguards Mustn’t Be Just for Shareholders, Atlanta Journal-Constitution, July 25, 2002

How Globalization Harms the World’s Poorest (with A. Hersh), American Prospect, Special Supplement

on Globalism and the World’s Poor, Winter 2002: 13-15.

Spend Now to Save Later, USAToday, October 31, 2001

Private Accounts Fall Short, Lexington Herald-Leader (Lexington, KY), December 26, 2001, and Times

Union (Albany, NY), December 30, 2001

If you Were a Garden Hose Manufacturer, St. Paul Pioneer Press, October 24, 2001

Bush Social Security Plan Isn’t Good for Main Street, News-Herald, Franklin, PA, October 17, 2000

A Growing Union (in Italian), Il Mondo, January 04, 1999.

Deregulation and its Consequences (In Italian), Il Mondo, September 18, 1998.

Pensions and Stock Market Risk (In Italian), Il Mondo, July 17, 1998.

Dangerous Traders (in Italian), Il Mondo, February 13, 1998.

13

Disaffected Workers (in Italian, with B. Almeida), Il Mondo, November 22, 1997.

Selected Policy Reports and Issue Briefs

A Win-Win for an All-In Nation: Changing the Economics of Communities of Color and Improving Social

Security’s Long-Term Outlook, (with F. Ahmad), CAP Issue Brief, Washington, DC: Center for American

Progress.

Keep Calm and Muddle Through: Ignoring the Retirement Crisis Leaves Middle-Class Americans with

Little Economic Control in Their Golden Years, (with D. Madland), CAP Report, Washington, DC: Center

for American Progress, August 6, 2014.

Reading Between the Data: The Incomplete Story of Asian Americans, Native Hawaiians, and Pacific

Islanders, (with F. Ahmad) CAP Report, Washington, DC: Center for American Progress, March 8, 2014.

Creating Economic Security: Using Progressive Savings Matches to Counter Upside-Down Tax

Incentives, (with J. Valenti), CAP Issue Brief, Washington, DC: Center for American Progress, November

21, 2013

The State of Communities of Color in the Economy: Still Feeling the Pain Four Years into the Recovery,

(with F. Ahmad), CAP Economic Policy Paper, Washington, DC: Center for American Progress (October

2013).

The Universal Savings Credit, (with S. Ungar) CAP Economic Policy Report, Washington, DC: Center for

American Progress (July 2013)

Financial Security Scorecard: A State-by-State Analysis of Economic Pressures Facing Future Retirees,

(with N. Rhee). NIRS Report. Washington, DC: National Institute on Retirement Security

Making Sure Money is Available When We Need It: Protecting Household Assets Must Become an

Integral Part of U.S. Savings Policies, CAP Economic Policy Report, Washington, DC: Center for

American Progress (March 2013)

The State of Communities of Color in the Economy: Still Feeling the Pain Three Years into the Recovery,

(with J. Ajinkya and J. Farrell), CAP Economic Policy Paper, Washington, DC: Center for American

Progress (April 2012).

Unburdening America’s Middle Class: Shrinking Families’ Debt Burden Faster Is Imperative for Strong,

Sustained Economic Growth, CAP Economic Policy Paper, Washington, DC: Center for American

Progress (November 2011).

Buyer Beware: The Risks to Teacher Effectiveness from Changing Retirement Benefits, CAP Issue Brief,

Washington, DC: Center for American Progress (September 2011)

The Black and White Labor Gap in America: Why African Americans Struggle to Find Jobs and Remain

Employed Compared to Whites, (with J. Fields), CAP Issue Brief, Washington, DC: Center for American

Progress (July 2011)

14

Not Again: The Summer Vacation Gas Price Roller Coaster on the Move Again, (with J. Fields), CAP

Report, Washington, DC: Center for American Progress (May 2011)

Don’t Raise the Debt Ceiling, Torpedo the Housing Market, CAP Issue Brief, Washington, DC: Center for

American Progress (May 2011)

Getting it Right: Empirical Evidence and Policy Implications from Research on Public-Sector Unionism

and Collective Bargaining, (with D. Lewin, T. Kochan, J. Cutcher-Gershenfeld, T. Ghilarducci, H. Katz,

J. Keefe, D.J.B. Mitchell, C. Olson, S. Rubinstein), EPRN Policy Brief, Champaign-Urbana, IL:

Employment Policy Research Network of the Labor and Employment Relations Association (March 2011).

The Case for Strategic Export Promotion: Addressing a Persistent U.S. High-tech Trade Deficit, (with L.

Reidenbach) CAP Report, Washington, DC: Center for American Progress (February 2011)

Fun with Numbers: Disclosing Risk to Individual Investors, Economic Security Report, Washington, DC:

The Campaign for Economic Security, Post Partisan Foundation, (January 2011).

The State of Communities of Color in the U.S. Economy, (with J. Fields and F. Agbede), CAP Report,

Washington, DC: Center for American Progress (January 2011)

Building It Up, not Tearing It Down: A Progressive Approach to Strengthening Social Security, CAP

Report, Washington, DC: Center for American Progress (December 2010)

Leveling the Playing Field: How to Ensure Minorities Share Equitably in the Economic Recovery and

Beyond, CAP Report, Washington, DC: Center for American Progress (September 2009)

Taken for a Ride: Greater Risk Exposure Threatens Retirees’ Income Security, CAP Report, Washington,

DC: Center for American Progress (July 2009)

Signals on the Fritz: Energy Price Volatility Impedes Investment by Creating Uncertainty, (with A.

Logan) CAP Report, Washington, DC: Center for American Progress (June 2009)

Household Wealth in Freefall, (with J. Lynch) CAP Report, Washington, DC: Center for American

Progress (April 2009)

Who Borrows from Payday Lenders? Analysis of Newly Available Data, (with A. Logan) CAP Report,

Washington, DC: Center for American Progress (March 2009)

Retirement Security in the Crisis: The Case of the United States, background report for the German

Ministry of Labor and Social Affairs, Berlin, Germany (March 2009)

Investing for Widespread, Productive Growth, (with A. Logan) CAP Report, Washington, DC: Center for

American Progress (December 2008)

In It for the Long Haul: The Investment Behavior of Public Pensions, (with J. Wenger) NIRS Report,

Washington, DC: National Institute on Retirement Security (November 2008)

Labor Rights Can Be Good Trade Policy, (with S. Zucconi) CAP Report, Washington, DC: Center for

American Progress, September 18, 2008.

15

Robbing Tomorrow to Pay for Today: Economically Squeezed Families are Turning to Their 401(k)s to

Make Ends Meet , (with J. Wenger) CAP Report, Washington, D.C.: Center for American Progress, July

16, 2008.

Running on Fumes: Rising Gas Prices Add to the Strain on Families Already Strained Budgets, (with A.

Logan) CAP Report, Washington, D.C.: Center for American Progress, June 30, 2008.

Bankruptcies Back on the Wrong Track: Bankruptcy Rates on the Rise Again Despite Bankruptcy Abuse

Prevention and Consumer Protection Act of 2005, (with A. Logan) CAP Report, Washington, D.C.:

Center for American Progress, July 16, 2008.

Our Nation’s Surprising Technology Trade Deficit, (with H. Wheeler), CAP Report, Washington, D.C.:

Center for American Progress, March 10, 2008.

Access Denied: Low-Income and Minority Families Face More Credit Constraints and Higher Borrowing

Costs, CAP Report, Washington, D.C.: Center for American Progress (August 2007)

Ignoring Productivity at Our Peril, (with A. Logan) CAP Report, Washington, D.C.: Center for American

Progress (August 2007)

Pain in the Gas: Volatile Gas Prices Wreak Havoc on Household Finances, (with A. Logan) CAP Report,

Washington, D.C.: Center for American Progress (May 2007)

Risks Rise for Middle Class: Economic Security Continues to Fall, CAP Report, Washington, D.C.: Center

for American Progress (January 2007)

State of the Economy, (with G. Sperling), CAP Report, Washington, D.C.: Center for American Progress

(January 2007)

The End of the Great American Housing Boom, CAP Report, Washington, D.C.: Center for American

Progress (December 2006).

Middle Class in Turmoil: Economic Risks Up Sharply for Most Families since 2001, (with E. Staub), CAP

Report, Washington, D.C.: Center for American Progress (September 2006).

Pushing the Limit: Credit Card Debt Burdens American Families, CAP Report, Washington, D.C.: Center

for American Progress (July 2006).

The Great CEO Guarantee, (with K. Sabatini), CAP Report, Washington, D.C.: Center for American

Progress.

Drowning in Debt: America’s Middle Class Falls Deeper in Debt as Income Growth Slows and Costs

Climb, CAP Report, Washington, D.C.: Center for American Progress (May 2006).

State of the Economy, (with G. Sperling), CAP Report, Washington, D.C.: Center for American Progress

(January 2006).

16

Middle Class Progress? Families Work Longer to Pay for Middle Class Items than a Quarter Century

Ago, CAP Report, Washington, D.C.: Center for American Progress (October 2005).

Ensuring Retirement Income Security with Cash Balance Plans, CAP Report, Washington, D.C.: Center

for American Progress (September 2005).

The Renter Squeeze: Minority and Low Income Renters Feel Pressures from Housing Boom and Weak

Labor Market, (with N. Loewentheil) CAP Report, Washington, D.C.: Center for American Progress (July

2005).

Raising the Retirement Age for Social Security: Implications for Low Wage, Minority, and Female

Workers, CAP Report, Washington, D.C. Center for American Progress (July 2005).

Supersize This: How CEO Pay Took Off While America’s Middle Class Struggled, (with J. Burton), CAP

Report, Washington, D.C.: Center for American Progress (May 2005).

Restore Tax Fairness for Social Security Solvency, CAP Report, Washington, D.C.: Center for American

Progress (May 2005).

Social Security Privatization: Abandoning Family Values, (with R. Chaurushiya) CAP Report,

Washington, D.C. Center for American Progress. (April 2005).

For Middle Class Families, Dream of Own House Drowns in Sea of Debt, CAP Report, Washington,

D.C.: Center for American Progress (April 2005).

Social Security Privatization: The Mother of All Unfunded Mandates, CAP Report, Washington, D.C.:

Center for American Progress (April 2005).

Sensible Funding Rules to Stabilize Pension Benefits, CAP Report, Washington, D.C.: Center for

American Progress (February 2005).

Social Security Privatization: The Retirement Savings Gamble, CAP Report, Washington, D.C.: Center for

American Progress (February 2005)

Rising Personal Bankruptcies: A Sign of Economic Strains on America’s Middle Class, (with A. Gino),

CAP Report, Washington, D.C.: Center for American Progress (February 2005).

Let Us Count the Ways: The Costs of Social Security Privatization are in the Details, (with J. Wenger),

CAP Report, Washington, D.C.: Center for American Progress (November 2004).

The Cost of the ‘Upside-Down’ Economy: Laggard Investment, CAP Report, Washington, D.C.: Center

for American Progress (July 2004).

Reversing the “Upside-Down” Economy: Faster Income Growth Necessary for Strong and Durable

Recovery, CAP Report, Washington, D.C.: Center for American Progress (May 2004).

Is the Trade Deficit a Train Wreck Waiting to Happen?, CAP Report, Washington, D.C.: Center for

American Progress (April 2004).

17

Insuring Pensions: Making the System Work for the Retirees of Today and Tomorrow, CAP Report,

Washington, D.C.: Center for American Progress (January 2004).

Rights Make Might – Ensuring Worker Rights’ as a Strategy for Economic Growth, (with J. Bivens), EPI

Issue Brief No. 192, Washington, D.C.: Economic Policy Institute (April 2003)

Retirement Made Riskier – House Pension Bill, Treasury Proposal Ignore the Real Problems, (with S.

Harding), EPI Issue Brief No. 189, Washington, D.C.: Economic Policy Institute (April 2003).

How Not to Stimulate the Economy, EPI Issue Brief No. 182 (with L. Singleton), Washington, DC:

Economic Policy Institute (April 2003).

Retirement Out of Reach, EPI Briefing Paper No. 129, Washington, D.C.: Economic Policy

Institute (August 2002).

No More Enrons - Protecting 401(k) Plans for a Safe Retirement, (with R. Eisenbrey), EPI Issue Brief No.

174, Washington, D.C.: Economic Policy Institute (February 2002).

Prosperity Wasn't Just Around the Corner: Signs Indicate Weakening Economic Performance Before

September 11 Attacks, (with L. Singleton), EPI Issue Brief No. 166, Washington, D.C.: Economic Policy

Institute (October 2001).

The Unremarkable Record of Liberalized Trade: After 20 years of Global Economic Deregulation,

Poverty and Inequality are as Pervasive as Ever (with A. Hersh and R. Scott), EPI Briefing Paper,

Washington, D.C.: Economic Policy Institute (October 2001).

Addressing the Nation's Needs: a Plan for Emergency Relief and Economic Stimulus (with R. Scott), EPI

Briefing Paper, Washington, D.C.: Economic Policy Institute (September 2001).

What the Crash Means for Your Retirement, EPI Issue Brief No. 156, Washington, D.C.: Economic Policy

Institute (May 2001).

Fed Up: The Federal Reserve Bank Must Lower Interest Rates Now to Avoid a Recession, Rising

Unemployment (together with Rob Scott), EPI Issue Brief No. 148, Washington, D.C.: Economic Policy

Institute (January 2001).

Raising the Retirement Age: The Wrong Direction for Social Security, EPI Briefing Paper, Washington,

D.C.: Economic Policy Institute (September 2000).

Banking on Multinationals, EPI Issue Brief No. 142, Washington DC: Economic Policy Institute (April

2000). (updated version published with A. Hersh as EPI Issue Brief No. 178).

Selected Policy Columns

Economic Snapshot, monthly CAP Column since May 2006, (occasionally co-authored with S. Ungar or J.

Odum), Washington, DC: Center for American Progress

Amid Fiscal Uncertainty, Businesses Hit the Pause Button, CAP Column, November 13, 2013,

Washington, DC: Center for American Progress.

18

Missing Urgency and Wrong Priorities, CAP Column, October 11, 2013, Washington, DC: Center for

American Progress.

A Higher Minimum Wage Will Not Hurt U.S. Businesses, (with N. Bunker) CAP Column, February 15,

2013, Washington, DC: Center for American Progress.

How the Debt Ceiling Fight Could Derail the Housing Recovery, CAP Column, January 17, 2013,


Progressive Economic Policies Ensured We Are Better Off Now than 4 Years Ago, CAP Action Column,

October 9, 2012, Washington, DC: Center for American Progress Action Fund

Middle-Class Economic Security Declines as Wealth Concentration Increases, CAP Column, August 15,

2012, Washington, DC: Center for American Progress

10 Reasons why public policy rescued the U.S. economy, CAP Column, May 29, 2012, Washington, DC:

Center for American Progress

Making investments today for a competitive economy tomorrow, (with A. Hersh), CAP Column, May 18,

2012, Washington, DC: Center for American Progress

Student Loan Debt Seems to Rise No Matter What the Economy Does, CAP Column, May 3, 2012,

Washington, DC: Center for American Progress (also available in Spanish).

GDP data show policymakers still have work to do, CAP Column, April 27, 2012, Washington, DC:


Making the Right Investments Now Key to Future Productivity, (with A. Hersh), CAP Column, February

15, 2012, Washington, DC: Center for American Progress

Optimistic Jobs Report Masks Persistent Weaknesses, CAP Column, January 6, 2012, Washington, DC:


Time to Invest in Future Competitiveness, CAP Column, January 3, 2012, Washington, DC: Center for

American Progress

Lending a Hand to Maxed-out Consumers, CAP Column, December 13, 2011, Washington, DC: Center

for American Progress

We need a leader at the Consumer Financial Protection Bureau, CAP Column, November 29, 2011,

Washington, DC: Center for American Progress

Should the government narrow the income gap?, NPR’s Planet Money, November 28, 2011

When Europe’s Sovereign Debt Crisis Hits Home, (with S. Dewan), CAP Column, September 22, 2011,


19

The State of American Productivity Growth, (with A. Hersh) CAP Column, August 18, 2011, Washington,

DC: Center for American Progress

Top 10 Reasons Middle-Class Retirement is at Risk, CAP Column, August 5, 2011, Washington, DC:


Growing Concerns about Future U.S. Competitiveness, (with A. Hersh), CAP Column, May 9, 2011,


Measuring Future Competitiveness, (with A. Hersh) CAP Column, February 9, 2011, Washington, DC:


Latest GDP Figures Show Business Investment Powering Economic Growth, CAP Column, October 29,

2010

Export Strengths Underlie Sagging Economy, (with S. Dewan), CAP Column, August 30, 2010,


Social Security Shows Resilience as It Approaches Its 75th Birthday, CAP Column, August 06, 2010,


Business Investment Carries Economic Recovery Forward, but Trade Deficit Grows More Worrisome,

CAP Column, July 30, 2010, Washington, DC: Center for American Progress

Obama’s Pro-Market Economics, CAP Column, July 15, 2010, Washington, DC: Center for American

Progress

The Cost of Risk in the Oil Market, (with L. Reidenbach) CAP Column, May 07, 2010, Washington, D.C.:

Center for American Progress.

Recovery Continues, but Weaknesses Remain, CAP Column, April 30, 2010, Washington, D.C.: Center for

American Progress.

Short-Term Labor Solutions Can Help Persistent Poverty Among Minorities, (with L. Reidenbach)

Spotlight on Poverty and Opportunity, February 16, 2010, Washington, DC: Center for Law and Public

Policy

Economy Gains Momentum with Stronger Business Growth, CAP Column, January 29, 2010, Washington,

D.C.: Center for American Progress.

The State of Minorities in the Recession, (with L. Reidenbach) CAP Column, January 15, 2010,

Washington, D.C.: Center for American Progress.

The U.S. Trade Trap, CAP Column, January 11, 2010, Washington, D.C.: Center for American Progress.

Stimulus Aids Strong Economic Rebound, CAP Column, October 29, 2009, Washington, D.C.: Center for

American Progress.

20

States will Drag on Economic Growth and Job Recovery, (with S. Levy and A. Logan) CAP Column,

September 21, 2009, Washington, D.C.: Center for American Progress.

Less Spending on Gas and Cars Means More Money in the Bank – For Now, (with A. Logan) CAP

Column, August 06, 2009, Washington, DC: Center for American Progress.

Government Spending Helps Slow Economic Freefall, CAP Column, July 30, 2009, Washington, DC:


The Retirement Crisis in the Labor Market, CAP Column, July 02, 2009, Washington, D.C.: Center for

American Progress.

The Incredible Shrinking Economy, CAP Column, April 29, 2009, Washington, D.C.: Center for American

Progress.

The Recession Accelerates, CAP Column, January 30, 20089 Washington, D.C.: Center for American

Progress.

The States of Minorities: The Recession Issue, (with A. Logan), CAP Column, January 16, 2009,

Washington, D.C.: Center for American Progress

Job Mayhem in Financial Services, (with A. Logan) CAP Column, December 16, 2008, Washington,


Policymakers, Be Aware: The Labor Market Needs Your Help, CAP Column, November 07, 2008,


Wall Street Leads to Your Street, (with A. Logan) CAP Column, October 01, 2008, Washington, D.C.:


From Bad to Worse: Unemployment Rate Hits Working Americans Across All Groups, CAP Column,

September 06, 2008, Washington, D.C.: Center for American Progress.

Allowing Pension Plans to Manage Risks, CAP Column, September 04, 2008, Washington, D.C.: Center

for American Progress.

Factory Facts, (with D. Flores) August 04, 2008, Washington, D.C.: Center for American Progress.

Stimulus Begins to Work, but More May be Needed, CAP Column, July 30, 2008, Washington, D.C.:


Preying on Retirement Savings, CAP Column, (with V. Graves) July 28, 2008, Washington, D.C.: Center


401(k) Financial Planning, CAP Column, July 28, 2008, Washington, D.C.: Center for American

Progress.

The Continuing Fallout: Job Losses Roll On as Economy Struggles, CAP Column, July 3, 2008,


21

Speculators “R” Us: Commodities Markets Need Institutional Investors Like Us, CAP Column, June 23,

2008, Washington, D.C.: Center for American Progress.

Bad News in New Job Numbers, CAP Column, May 2, 2008, Washington, D.C.: Center for American

Progress.

Record Gas Prizes Add Pressure to Already Squeezed Consumers, CAP Column, April 22, 2008,


Nothing to Brag About: U.S. Trade Deficit Remains High Priority Despite Recent Improvements, (with H.

Wheeler), CAP Column, March 26, 2008, Washington, D.C.: Center for American Progress.

Housing Downer: Economic Woes Require Targeted Government Action, CAP Column, February 21,


No Day at the Spa: Rejuvenating the Economy Won’t Be Easy, CAP Column, January 15, 2008,


The Complacency Trap, CAP Column, December 07, 2007, Washington, D.C.: Center for American

Progress.

A Looming Holiday Headache…Times Three, November 16, 2007, Washington, D.C.: Center for

American Progress.

Recession May Be Closer than It Appears, CAP Column, September 07, 2007, Washington, D.C.: Center


Doubts Arise About the Economy’s Momentum, CAP Column, August 03, 2007, Washington, D.C.:


Your Pain, Their Gain: High Prices Mean Big Profit for Big Oil, (with A. Logan) CAP Column, May 25,


Because I am the Boss: CEO Compensation Still Egregious, CAP Column, April 20, 2007, Washington,


Risks Rise for Middle Class, Economic Security Continue to Fall, CAP Column, January 29, 2007,


The U.S. Economy in Review: 2006, CAP Column, December 21, 2006, Washington, D.C.: Center for

American Progress.

Families Feel the Pressures as Mortgage Delinquency Rates Rise, CAP Column, December 14, 2006,


Which Way is Up?, CAP Column, December 08, 2006, Washington, D.C.: Center for American Progress.

22

Consumer Debt: A Christmas Story, CAP Column, December 01, 2006, Washington, D.C.: Center for

American Progress.

The $871,000 Job Subsidy, (with J. Halpin), CAP Column, November 17, 2006, Washington, D.C.: Center


Still Waiting for the Labor Market Resurgence, CAP Column, November 03, 2006, Washington, D.C.:


The Slump Deepens, CAP Column, October 27, 2006, Washington, D.C.: Center for American Progress.

Consumer Fatigue Weakens Job Growth, CAP Column, October 06, 2006, Washington, D.C.: Center for

American Progress.

Are the Best Times Behind Us?, CAP Column, July 28, 2006, Washington, D.C.: Center for American

Progress.

Opportunities Continue to Erode for White Men, CAP Column, July 07, 2006, Washington, D.C.: Center


No Easy Solutions for Chronic U.S. Trade Deficit, CAP Column, May 12, 2006, Washington, D.C.:


Employment Opportunities for College Graduates Less Abundant, CAP Column, May 5, 2006,


Threats to Labor Market Appear on Horizon, CAP Column, April 07, 2006, Washington, D.C.: Center for

American Progress.

The Middle Class’ Lost Future, CAP Column, August 26, 2005, Washington, D.C.: Center for American

Progress.

With Social Security Privatization, Timing Matters – For Some More than for Others, CAP Column, July

22, 2005, Washington, D.C.: Center for American Progress.

Better Funding Rules can Help Employers Honor their Pension Promises, CAP Column, May 12, 2005,


CEO Pay Soars, Middle Class Struggles, CAP Column, April 12, 2005, Washington, D.C.: Center for

American Progress.

U.S. Loses Global Competitive Edge, (with T. Tepfer), CAP Column, March 09, 2005, Washington, D.C.:


Oil Prices Up, Dollar Down – Coincidence?, (with S. Lilly), CAP Column, November 30, 2004,


Underlying Causes Cast Doubt on Future Improvements of Trade Deficit, CAP Column, September 24,


23

The Labor Market Recovery is Real, Maybe, or Not, CAP Column, September 8, 2004, Washington, D.C.:


On Pensions, We Need Substance, Not Hype, CAP Column, August 20, 2004, Washington, D.C.: Center


Is the Strong Recovery Sustainable?, CAP Column, June 10, 2004, Washington, D.C.: Center for

American Progress.

‘Upside-Down’ Economy Takes Bite Out of Middle-Class Wallets, (with R. Chaurushiya), CAP Column,

May 28, 2004, Washington, D.C.: Center for American Progress.

On Offshoring, Perceptions Matter, CAP Column, May 21, 2004, Washington, D.C.: Center for American

Progress.

Dude, Where is My Retirement?, TomPaine.com, April 15, 2004, Washington, D.C.: TomPaine.com,

reissued as CAP Column, April 16, 2004, Washington, D.C.: Center for American Progress.

Buyer Beware: Pension Wealth Inequality Rises as 401(k) Plans Become More Popular, (with E. Wolff),

CAP Column, January 16, 2004, Washington, D.C.: Center for American Progress.

When, Not If – The Inevitable End to the Refinancing Boom Requires Attention, CAP Column, January 15,


Irresponsible Tax Cuts Sold as Fiscal Responsibility, CAP Column, December 12, 2003, Washington,


Faster Income Growth Needed to Escape Debt Trap, CAP Column, December 5, 2003, Washington, D.C.:


Pension Funding Hit Hard By New Proposal, Economic Snapshot, July 23, 2003, Washington, D.C.:

Economic Policy Institute.

Older Workers Staying in the Labor Force, Economic Snapshot, July 16, 2003, Washington, D.C.:

Economic Policy Institute,

Medicating Into Poverty?, Economic Snapshot, July 9, 2003, Washington, D.C.: Economic Policy

Institute.

Would-be Retirees Working Longer for Insurance Benefits, Economic Snapshot, July 02, 2003,

Washington, D.C.: Economic Policy Institute.

Trouble in the Housing Market, Economic Snapshot, June 18, 2003, Washington, D.C.: Economic Policy

Institute

Is the Value of the Dollar Really Falling?, Economic Snapshot, May 21, 2003, Washington, D.C.:


24

Rights Make Might: Adjusting the Bank and the Fund, (with J. Bivens) TomPaine.com, April 11, 2003

War Anxiety and the Struggling Economy, Economic Snapshot, April 09, 2003, Washington, D.C.:


Retirement Nest Egg Grows Only for Wealthiest, Economic Snapshot, May 29, 2002, Washington, D.C.:


Retirement Income Adequacy Falls, Economic Snapshot, May 22, 2002, Washington, D.C.: Economic

Policy Institute.

Slow Growth for Pension Coverage, Economic Snapshot, May 17, 2002, Washington, D.C.: Economic

Policy Institute.

Consumer Debt Defaults, Delinquency on the Rise, Economic Snapshot, April 03, 2002, Washington,

D.C.: Economic Policy Institute.

More Customers, not More Cash, Economic Snapshot, January 16, 2002. Washington, D.C.: Economic

Policy Institute.

What Happened with the Rebate Checks?, Economic Snapshot December 12, 2001. Washington, D.C.:


Taking Stock of Options, Economic Snapshot, November 08, 2001. Washington, D.C.: Economic Policy

Institute.

Profit Rates Remain at Record High, Economic Snapshot, July 06, 2000. Washington, D.C.: Economic

Policy Institute.

Testimony

The Mixed Bag of 401(k) Loans, Testimony to the U.S. Senate Committee on Health, Education, Labor

and Pensions, March 19, 2013

Struggling Recovery and Economic Policy Uncertainty, Testimony to the Senate and House Ways and

Means Committees’ hearing on consensus revenue forecasts, Massachusetts State House, Boston, DC,

December 11, 2012

Facing economic head winds, Testimony to the Senate and House Ways and Means Committees’ hearing

on consensus revenue forecasts, Massachusetts State House, Boston, DC, December 12, 2011

Stuck in a Slow Growth Pattern, Testimony to the Senate and House Ways and Means Committees’

hearing on consensus revenue forecasts, Massachusetts State House, Boston, DC, December 14, 2010

Leveling the Playing Field: How to Ensure Minorities Share Equitably in the Economic Recovery and

Beyond, Testimony before the U.S. House of Representatives’ Committee on Oversight and Government

Reform hearing “The Silent Depression: How Are Minorities Faring in the Economic Downturn”

Washington, DC, September 23, 2009

25

Lessons from the Financial Crisis for Retirement Security: Building Better Retirement Plans, Testimony

before the U.S. House of Representatives’ Committee on Education and Labor’ hearing on The Impact of

the Financial Crisis on Workers’ Retirement Security, Washington, DC, October 07, 2008.

Robbing Tomorrow to Pay for Today, Testimony before the U.S. Senate’s Special Committee on Aging's

hearing on Saving Smartly for Retirement: Are Americans Being Encouraged to Break Open the Piggy

Bank?, Washington, DC, July 16, 2008.

Model Retirement Savings: How Public Sector Pension Plans Provide Adequate Retirement Savings in an

Efficient and Sustainable Way, Testimony before the U.S. Congress’ Joint Economic Committee hearing

“Your Money, Your Future: Public Pension Plans and the Need to Strengthen Retirement Security and

Economic Growth”, Washington, DC, July 10, 2008

Middle Class Economic Insecurity on the Rise, Testimony before the Committee on Education and Labor,

U.S. House of Representatives, hearing on Strengthening America’s Middle Class: Evaluating the

Economic Squeeze on America’s Families January 31, 2007,

Rewarding Hard Work: How to Improve Retirement Security for All Pennsylvanians, Testimony to the

Speaker’s Special Task Force on Pension and Health Costs, Pennsylvania House of Representatives,

Harrisburg, PA, October 25, 2006.

Securing Retirement Income Security Through Sensible Funding Rules, Testimony on the President's

Proposal for Single-Employer Pension Funding Reform before the U.S. House of Representatives’

Committee on Ways and Means’ Subcommittee on Select Revenue Measures, U.S. House of

Representatives, Washington, D.C., March 08, 2005

The Costs of a Free Lunch, Testimony before the U.S. Senate Special Committee on Aging’s hearing on

“Strengthening Social Security: What Can Personal Retirement Accounts Do for Low Income Workers?”,

U.S. Senate, June 15, 2004, Washington, D.C.

Reversing the “Upside-Down” Economy, Forum on Wages and Living Standards in Baltimore, Testimony

before the Committee on Taxation, Baltimore City Council, May 04, 2004, Baltimore, MD.

The Bush Administration’s Budget Proposal’s Impact on Working Families, Testimony before the

Democratic Caucus’ Children and Families Task Force, February 11, 2004, Washington, D.C.: U.S. House

of Representatives.

The Retirement Income Squeeze, presentation to the Social Security Advisory Board, Washington, D.C.,

October 23, 2003.

Testimony before the Department of Labor’s Advisory Council on Employee Welfare and Pension Benefit

Plans’ Working Group on Defined Benefit Plan Funding and Discount Rate Issues, July 24, 2003,

Washington, D.C.

Testimony before Joint Hearing of the Committee on Ways and Means Subcommittee on Select Revenue

Measures and the Committee on Education and the Workforce Subcommittee on Employer-Employee

Relations on Examining Pension Security and Defined Benefit Plans: The Bush Administration’s Proposal

to Replace the 30-year Treasury Rate, U.S. House of Representatives, July 15, 2003, Washington, D.C.

26

Academic Conference Presentations

Papers presented at: American Economic Association (AEA) (2013, 2003, 2002), Association for

Evolutionary Economics (AFEE) (2013, 2011, 2009, 2007, 2006, 2002), Association for Public Policy

Analysis and Management (APPAM) (2010, 2008, 2005, 2000), Eastern Economic Association (EEA)

(2014, 2013, 2012, 2000, 1999, 1997, 1996), Labor and Employment Research Association (LERA/IRRA)

(2013, 2011, 2007, 2006, 2003, 2001, 2000), International Working Party on Labour Market Segmentation

(IWPLMS) (2003, 2000), MEA (1999), MVEA (1996), National Economic Association (NEA) (1998),

Research Network on Macroeconomics (2008, 2007, 2004, 2000)

Invited Presentations

How Washington Is Changing the Role of Financial Advice, presentation to Institutional Investor’s RIA

Meeting, Cambridge, MA, June 13, 2014.

Consumer credit and small business growth in the Latino community, presentation to the U.S. Hispanic

Chamber’s Legislative Summit, Washington, DC, March 31, 2014.

Retirement income policy, panel presentation to Institutional Investor’s Corporate Plan Forum,

Washington, DC: March 12, 2014.

Financial Security Scorecard: A State-by-State Analysis of Economic Pressures Facing Future Retirees,

presentation to the annual research conference of the National Institute on Retirement Security,

Washington, DC, March 4, 2014.

Overhauling federal savings incentives to improve retirement income security, panel presentation to

Capitol Hill briefing sponsored by Sen. Warren (D-MA), February 27, 2014.

Which Way Forward? Retirement Income Security at the Crossroads of Federal Policies, presentation to

Institutional Investor’s Defined Contribution Forum, Coconut Grove, FL, April 24, 2013

Economic Policy in a Paradoxical World, presentation to the Swedish-American Chamber of Commerce,

Washington, DC, April 18, 2012

Tax Reform: What Makes Sense and What is Doable?, presentation to the Sarasota Institute for Lifelong

Learning, Sarasota, FL, March 28, 2012

Social Security, Medicare, and Medicaid, presentation to the Sarasota Institute for Lifelong Learning,

Sarasota/Venice, FL, March 27, 2012

Leveling uneven ground: U.S. competitiveness, corporate governance, and productivity growth,

presentation to the Center for Industrial Competitiveness, University of Massachusetts Lowell, November

28, 2011 and to the Department of Public Policy and Public Affairs, University of Massachusetts Boston,

December 5, 2011.

Show Me the Money: Where are the Jobs in the U.S. Economic Recovery?, presentation for Public Affairs

Lecture Series, Fairleigh-Dickinson University, Morristown, NY, September 20, 2011.

Individual Risk Exposure: Increased Savings for a More Secure Retirement, presentation to Institutional

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Investor’s Defined Contribution Forum, San Francisco, CA, September 13, 2011.

Is the Economic Recovery for Real?, presentation to the Public Affairs Lecture Series, Fairleigh Dickinson

University, Morristown, NJ, November 01, 2010.

Strengthening the Economic Recovery, presentation to the Marwood Group’s legislative conference,

Washington, DC, October 12, 2010.

Protecting the Economic Recovery, presentation to the Democratic Message Group, U.S. House of

Representatives, Washington, DC, July 29, 2010.

Economic Outlook and Policy Responses, Opening Keynote Address, Institutional Investor’s Hedge Fund

Forum, New York, NY, June 21, 2010.

Framing the Economic Policy Environment, Opening Keynote Address, Institutional Investor’s Family

Office Wealth Management Forum, Reynolds Plantation, Greensboro, GA, May 13, 2010.

Building the Foundation for Strong, Durable Growth, Tamagna Memorial Lecture, American University,

Washington, DC, April 28, 2010.

Jobs Alone are Not Enough – Latinos Need Good Jobs, NCLR Congressional Staff Briefing, U.S. House

of Representatives, Washington, DC, April 28, 2010.

In it for the Long Haul: Evaluating Public Pension Plan Investing, presentation to the National

Association of Counties, Washington, DC: March 08, 2010

Relieving the Pressure: Older Families and the Crisis, presentation to AARP’s Social Impact Group,

Washington, DC, December 08, 2010.

Risk Matters: How Understanding Individual Risk Exposure Can Inform Policies to Build Wealth,

presentation in the Heller School for Social Policy and Management, Brandeis University, Waltham, MA,

March 17, 2010.

Rebuilding America, Rebuilding America’s Middle Class, presentation to the Machinists Union

Transportation Conference, New York, NY, August 18, 2009

Economic Policy and Economic Recovery, presentation to the Democratic Message Group, House of

Representatives, Washington, DC, July 16, 2009

Evaluating the Economic Stimulus, presentation to the Democratic Budget Group, U.S. House of

Representatives, Washington, DC, July 08, 2009

Understanding the Causes of the Financial and Economic Crisis, opening presentation for 2009 American

Studies Summer Institute, John F. Kennedy Library, Boston, MA, July 06, 2009

Risk Matters: Retirees Exposed to Growing Risks, paper presented at the Financial Institutions and

Economic Security workshop of the Open University, London, UK, May 21, 2009.

Challenges for Retirement Income Policy, keynote address to the annual meeting of the Massachusetts

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Gerontology Association, Boston College, MA, May 05, 2009.

Policy Challenges to Reform Retirement Savings, presentation to Institutional Investor’s Defined

Contribution Forum, Coral Gables, FL, April 27, 2009

The Defined Benefit vs. Defined Contribution Conundrum, presentation to Institutional Investor’s Public

Funds Roundtable, Rancho Bernardo, CA, April 23, 2009.

Not Your Parents’ Retirement System: The Future of Retirement Security Policy, presentation to the HR

Policy Association’s CHRO summit, Boca Raton, FL, March 20, 2009

Policy Responses to the Retirement Wealth Crisis, presentation to SIFMA’s Savings Coalition,

Washington, DC, December 01, 2008.

Addressing the Crisis: Plan Design Issues for the Future, presentation to the annual conference of the

International Foundation of Employee Benefit Plans (IFEBP), San Antonio, November 17-18, 2008.

The Unintended Consequences for Benefit Security of Marking-to-Market, presentation to the 2008 U.S.

Pensions Summit, Palm Springs, CA, October 06, 2008.

Valuing Pension Liabilities, presentation to the Public Interest Committee of the American Academy of

Actuaries, Washington, DC, September 04, 2008

Pain in the Gas, presentation to the Democratic Message Group, US House of Representatives,

Washington, DC, June 14, 2007

Innovation and Income Distribution, presentation to the Information Technology and Innovation

Foundation’s breakfast panel “Does Productivity Growth Still Benefit American Workers?”, Washington,

DC, June 13, 2007

The Elusive Dream of Homeownership for Hispanics, presentation to NCLR’s luncheon panel

“Sustainable Wealth: Does Homeownership Still Make Sense?”, Washington, DC, June 12, 2007

DBs vs. DCs: Meeting in the Middle, presentation to Institutional Investor Conference “Corporate Fund

Forum”, New York, NY, May 14, 2007

A Fertile Ground for DC Plans, presentation to Institutional Investor Conference “Defined Contribution

Forum”, Coral Gables, FL, April 23, 2007.

DBs vs. DCs: Meeting in the Middle, presentation to the “Stars and Stripes” conference, Las Vegas, NV,

April 16, 2007.

Defined Benefit Pensions: A Retirement Benefit Worth Fighting For, presentation to the IAM’s Aerospace

conference, Portland, OR, March 30, 2007.

On Shaky Ground: The Erosion of Middle Class Security and What to Do About it, keynote presentation to

the diversity conference “Tag – You’re It” at Kalamazoo Valley Community College, Kalamazoo, MI,

March 16, 2007.

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Managing Globalization: A Policy Challenge, presentation to the Made in America conference for Taft-

Hartley plans, Las Vegas, January 30, 2007.

What’s in Store for Retirement Savings?, presentation to the Education, Workforce and Income Security

Team, Government Accountability Office, Washington, D.C., January 22, 2007.

Funding Challenges: How Will We Pay for Retirement?, presentation to the IBEW-NECA conference,

Phoenix, AZ, January 11, 2007.

Consumer Debt: Living Beyond Our Means?, presentation to the Knight Center for Specialized

Journalism, University of Maryland, October 18, 2006.

Is There a Future for Defined Benefit Pensions in the Private Sector?, presentation to the annual

conference of the Economic Analysis and Research Network, St. Louis, KS, September 12, 2006.

Innovation and Distribution: How to Create a Strong and Durable Economy, keynote presentation to the

2nd

European Summer School on Labor, Duisburg, Germany, August 31, 2006.

Middle Class Retirement in Peril: Growing Retirement Risks as Attacks on Guaranteed Benefits Mount,

presentation to the 65th biannual convention of the National Association of Letter Carriers, Las Vegas, NV,

August 17, 2006.

Minimum Wage Increases: A Pathway to Shared Prosperity, presentation to Sojourner’s/Call to Renewal’s

Building a Covenant for a New America, June 27, 2006.

What’s In Store for Retirement Savings?, presentation to the IBEW Utility Conference, Palm Springs, CA,

May 3, 2006.

Is the Whole Country Going DC?, presentation to Institutional Investor Conference “Defined Contribution

Forum”, Coral Gables, FL, April 25, 2006.

Middle-Class Retirement in Peril: Rising Risks and Ways to Address Them, presentation at the Political

Economy workshop of the department of economics, University of Massachusetts, Amherst, MA, April 10,

2006.

The Immediate Future for Pension Security, keynote address to “The Pension Crisis”, conference

organized by the Labor Studies and Employment Relations Department, Rutgers University, NJ, March 17,

2006.

Economic Outlook, presentation to Institutional Investor Conference “In Search of Alpha”, San Francisco,

CA, March 15, 2006.

Is the Trade Deficit a Train Wreck Waiting to Happen?, presentation to the Sarasota Institute for Lifetime

Learning, Venice, FL, February 22, 2006

Drowning in Debt: How Budget Deficits Affect the U.S. Economy, presentation to the Sarasota Institute for

Lifetime Learning, Sarasota, FL, February 22, 2006

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What Caused the Job-Loss "Recovery" and What Can We Do To Create More And Better Jobs?,

presentation to the Columbia University Seminar on Full Employment, Social Equity, and Welfare, New

York, NY, December 12, 2005.

Tax Reform Panel and Savings Incentives, presentation to the Aspen Institute Roundtable “Building a

Savings Society: Can Tax Reform Help All Americans?, Washington, D.C., December 09, 2005.

Social Security Reform, presentation to the annual conference of the International Foundation of Employee

Benefit Plans (IFEBP), Honolulu, HI, November 14, 2005.

Social Security Reform, presentation to the annual conference of the National Government Defined

Contribution Administrators, Miami, FL, September 21, 2005.

Prospects for Pension Reform, presentation to the Public Policy Forum of The New Republic,

Washington, D.C., June 09, 2005.

The Costs of Individual Accounts, presentation to AFGE legislative conference, Washington, D.C.,

February 07, 2005.

Living on Borrowed Time: The U.S. Deficits, presentation to the 5th Annual Conference of the French

Center for the United States (CFE), Paris, France, December 10, 2004.

Social Security/Medicare—Budgets and Benefits: The Role of Social Insurance in Addressing the

Retirement Income Squeeze, presentation to the 50th Annual Conference of the International Foundation of

Employee Benefit Plans (IFEBP), New Orleans, LA, December 01-03, 2004.

Social Security’s Future, presentation at the Chicago Humanities Festival, Chicago, IL, November 10,

2004.

‘Soft Spot’ or Fundamental Weakness: Is a Strong Recovery Sustainable?, presentation to the annual

conference of the Mid-Atlantic Actuarial Club, Baltimore, MD, September 30, 2004.

Institutional Shareholder Concentration, Corporate Governance Changes, and Diverging Fortunes of

Capital and Labor, presentation to the CEPA (New School University) conference “Pension Fund

Capitalism and the Crisis of Old-Age Security in the United States”, New York, NY, September 09-10,

2004.

Social Security’s Future, presentation to 60plus Annual Forum on “Social Security and Its Viability”,

Washington, DC, August 16, 2004.

Unequal Outcomes Make for Unstable Economies, presentation to Demos’ “Inequality Matters

Conference”, June 04, 2004, New York, NY.

What Can We Learn from Social Security Reforms Abroad?, presentation at the AARP Forum “Pension

Reform: Answers from Experience”, Washington, D.C., December 05, 2003.

The Increasingly Diverse Labor Force, presentation at the annual conference of the International

Foundation of Employee Benefit Plans (IFEBP), San Diego, CA, November 10-12, 2003.

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The Benefits and Drawbacks of Globalization, presentation at the 21st Century Trust seminar

“Globalization: Rhetoric, Reality and International Politics”, Washington, D.C., October 31, 2003.

The Global Economy and the War in Iraq, presentation at the Friedrich Ebert Foundation, New York, NY,

April 10, 2003.

Combating Global Deflation, presentation at the World Policy Institute at The New School, New York,

NY, April 10, 2003.

Obstacles and Policy Solutions to Achieving Retirement Income Security for All, presentation to the

Legislative Conferences of the United Steel Workers of America, Washington Hilton, February 03, 2003,

Washington, D.C.

Retirement Savings and Needs, presentation to the annual meeting of the Middle Atlantic Actuarial Club,

Annapolis, MD, September 27, 2002.

Why DC Plans Offer Less Retirement Security than DB Plans, presentation to AFT’s Pension Trustees

Seminar, Las Vegas, NV, July 14, 2002.

Defined Benefit Plans Deserve another Look, presentation to Campaign for America’s Future’s conference

“Reclaiming America: A Conference on Progressive Strategies for a New Era”, Washington, D.C., April

11, 2002.

Social Security and its Relevance for Women, presentation to the IAM Women’s Conference, Las Vegas,

NV, October 26, 2001

The Economic Effects of September 11, presentation to the SEIU Leadership Conference, Paramus, NJ,

October 20, 2001

Multinational Banks: Operations and Consequences, presentation to the annual meeting of the National

Community Reinvestment Coalition, Omni Shoreham Hotel, Washington DC, March 5, 2001.

The Future of Public Pensions in the OECD: Projected Problems and Proposed Solutions, paper

presented in the Economics Seminar of the Economics Department, American University, Washington,

DC, October 25, 2000.

Financial Fragility or What Went Right and What Could Go Wrong in Central European Banking?, paper

presented at the Transatlantic Summer Academy 1999 “Europe Today: the Evolution of NATO and the

Future of Europe” of the North American Program of the University of Bonn, June, 1999.

Financial Fragility or What Went Right and What Could Go Wrong in Central European Banking?, paper

presented at the II. International Conference “Economic System of the European Union and Adjustment of

the Republic of Croatia”, Rijeka, Croatia, April 1999

The Role of Multinational Banks in Development Finance, paper presented to UN Department of

Economic and Social Affairs, New York, NY, April 1999.

Teaching

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Dissertation workshop, Department of Public Policy and Public Affairs, University of Massachusetts

Boston (2011, 2014)

Economics for Public Policy I & II (Microeconomics, Public Finance, and Macroeconomics), Department

of Public Policy and Public Affairs, University of Massachusetts Boston (2007-13)

International Political Economy, Department of Public Policy and Public Affairs, University of

Massachusetts Boston (2009)

Political Economy II, Department of Public Policy and Public Affairs, University of Massachusetts Boston

(2008-11).

University of Massachusetts Boston Committees and Task Forces

Graduate Program Director, Public Policy PhD, Dept. of Public Policy and Public Affairs 2012-2013

Member, 4th Year Review Committee, Dept. of Public Policy and Public Affairs since 2011

Member, Search Committee, College of Education and Human Development since 2010

Member/chair, Department Personnel Cte., Dept. of Public Policy and Public Affairs since 2012

Member, College Personnel Committee, McCormack Graduate School 2010-2012

Member, Global Studies Task Force, McCormack Graduate School 2008

Member, Public Service Grant Selection Cte., University of Mass. Boston Spring 2009

Chair, Academic Affairs Committee, Dept. of Public Policy and Public Affairs since 2009

Chair, PhD Admissions Committee, Dept. of Public Policy and Public Affairs 2008-2012

Chair, Qual. Comprehensive Exam Cte., Dept. of Public Policy and Public Affairs 2007-2013

Chair, Comprehensive Exam Cte., Dept. of Public Policy and Public Affairs since 2014

Member, PhD Admissions Committee, Dept. of Public Policy and Public Affairs 2007-2008

Member, Search Committee, Dept. of Public Policy and Public Affairs since 2007

University of Massachusetts Boston Dissertation Committees and Cap Stone Projects

Chair, dissertation committee, Rumel Mahmood, Public Policy since 2014

Chair, dissertation committee, Risa Takenaka, Public Policy since 2010

Chair, dissertation committee, Ghazal Zulfiqar, Public Policy graduated May 2014

Member, dissertation committee, Elaine Donnelly, Public Policy ABD in 2014

Member, dissertation committee, Rachel Drew, Public Policy graduated May 2014

Member, dissertation committee, Deborah Gray, Gerontology graduated May 2014

Member, dissertation committee, Amy Helburn, Public Policy graduated Dec. 2014

Supervisor, MSPA cap stone project, Giancarlo Salazar Spring 2013

Supervisor, MSPA cap stone project, Liz Andreozzi Spring 2011

Supervisor, MSPA cap stone project, Chris Ciano Spring 2010

Supervisor, MSPA cap stone project, Max Feldpausch Spring 2009

Supervisor, MSPA cap stone project, Kerri Cleghorn Spring 2008

Professional Referee Activities

Cambridge Journal of Economics; Contemporary Economic Policy; European Journal of Finance; Feminist

Economics; International Review of Applied Economics; Journal of Aging and Social Policy; Journal of

Comparative Economics; Journal of Income Distribution; Journal of International Money and Finance;

Journal of International Financial Markets, Institutions and Money; Journal of Policy Analysis and

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Management; Journal of Poverty; Journal of Risk and Insurance; Law, Social Justice and Global

Development; Public Performance and Management; Relations Industrielles/Industrial Relations; Review

of Income and Wealth; Review of Social Economy; Social Science Quarterly; Structural Change and

Economic Dynamics; Intervention – European Journal of Economics and Economic Policies;

Oxford University Press (book proposal reviewer -- 2009).

Swiss National Science Foundation scientific reviewer (2014)

Awards, Selected Contracts and Grants

Joseph P. Healey Grant, University of Massachusetts Boston, Are near-retirees getting hit from all sides?

Understanding the link between job insecurity and old households’ wealth risk, July 2013 to June 2014

(PI) ($7,113).

AARP grant, Employment Options and Older Households’ Financial Security, September 2012 to August

2013 (PI) ($94,275)

AARP Strategic Issues contract, Older Households’ Major Assets, March 2012 to June 2012 (joint contract

with Sara Bernardo) ($30,000)

AARP Public Policy Institute contract, Household Risk Exposure and Retirement Income Security,

October 2011 to May 2012 (sole contractor) ($30,000)

Proposal Development Grant, University of Massachusetts Boston, Entrepreneurial Capital and Business

Dynamics, July 2011 through June 2012 (PI) ($14,781)

Joseph P. Healey Grant, University of Massachusetts Boston, Putting it Under the Mattress or Going to the

Casino: Financial Security and Personal Saving, July 2009 through June 2010 (PI) ($4,250)

Susan C. Eaton Outstanding Scholar-Practitioner Award 2005 of the Labor and Employment Relations

Association

Retirement Research Foundation grant, Retirement Income Adequacy: How Have Household Fared after

the Recession and Stock Market Decline and what are the Policy Implications, (co-PI) (with E. Wolff) July

2003 to June 2005

Merck & Co., Inc. grant, Health Insurance Coverage in Retirement: The Erosion of Retiree Income

Security, co-PI (with J. Wenger and E. Gould), September 2003-August 2004 ($95,000)

The Streisand Foundation grant, Educating Women and All Americans about Social Security and

Medicare (PI) 2001

Chair’s Award for Superior Teaching 1996, Department of Economics, University of Massachusetts at

Amherst.

Professional Association Membership

AEA since 1996

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AFEE since 2005

APPAM since 2000

LERA/IRRA since 1999

Additional Professional Experience

Internships, Commerzbank AG, Warsaw, Poland, June/July 1995; Brussels, Belgium, July/Aug. 1993

Temporary Employment, Commerzbank AG, Freiburg, FRG, December 1992/January 1993, July/August

1992, and February/March 1990; Leipzig, GDR, October/November 1990, and February/March 1991

Commercial Training, Commerzbank AG, FRG, August 1985 to July 1987.

Other Skills

Fluent in German

Basic knowledge of French

Media training and frequent media appearances: 250+ TV interviews, including CNBC, CNN, ABC,

NBC, Fox, Bloomberg; 250+ radio interviews, including the Diane Rehm show, NPR’s On Point, NPR’s

Market Place, the Stephanie Miller Show, the Bill Press Show; 300+ citations in print media, including the

New York Times, the Washington Post, the LA Times, NewsWeek, USA Today, the Boston Globe, the

Houston Chronicle, the Atlanta Journal Constitution.

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